Disney's earnings call highlighted significant achievements in their film studios, streaming profitability, ESPN's ratings, and Disney Experiences. Despite some concerns regarding the NBA contract costs and potential restructuring of linear networks, the overall performance and strategic initiatives position the company positively for future growth.

Company Guidance

During The Walt Disney Company's First Quarter 2025 Financial Results Conference Call, CEO Bob Iger highlighted several key metrics and strategic initiatives. The company achieved notable success in its film studios, with the top three movies of 2024 at the global box office, contributing to robust financial performance. Additionally, Disney reported growth in streaming profitability, with a focus on technological enhancements and personalization to drive further gains. The company also maintained a positive outlook for its Experiences and Parks segment, projecting a 6% to 8% increase for the year, bolstered by strong Q1 results and upcoming attractions. Furthermore, Disney's direct-to-consumer segment saw operating profit growth, with expectations of achieving over $1 billion in profit for the fiscal year. Overall, the call underscored Disney's strategic focus on leveraging its diverse portfolio and technological advancements to sustain growth across its various business segments.

Top 3 Movies of 2024

Disney's film studios had the top 3 movies of 2024 at the global box office, showcasing their creative strength and success.

Growth in Streaming Profitability

Significant growth in streaming profitability, highlighted by technological advancements and strategic planning for ESPN and Disney+.

ESPN's Historic Ratings

ESPN achieved historic ratings, contributing positively to Disney's overall performance.

Strong Performance of Disney Experiences

Disney's Experiences business showed strong and enduring appeal, with bookings up for the summer and Disney Treasure launch being a success.

Successful Cost-Cutting Initiatives

Disney continues to identify and implement cost-cutting opportunities, contributing to their financial management and profitability.

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Walt Disney (IT:1DIS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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IT:1DIS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 07, 2018	2018 (Q3)	- / 1.81	1.531	18.35% (+0.28)	―	―
Nov 08, 2018	2018 (Q4)	- / 1.43	1.037	38.32% (+0.40)	―	―
Feb 05, 2019	2019 (Q1)	- / 1.78	1.831	-2.65% (-0.05)	―	―
May 08, 2019	2019 (Q2)	- / 1.56	1.782	-12.50% (-0.22)	―	―
Aug 06, 2019	2019 (Q3)	- / 1.31	1.812	-27.81% (-0.50)	―	―
Nov 07, 2019	2019 (Q4)	- / 1.04	1.434	-27.70% (-0.40)	―	―
Feb 04, 2020	2020 (Q1)	- / 1.48	1.782	-16.85% (-0.30)	―	―
May 05, 2020	2020 (Q2)	- / 0.58	1.56	-62.73% (-0.98)	―	―
Aug 04, 2020	2020 (Q3)	- / 0.08	1.308	-94.07% (-1.23)	―	―
Nov 12, 2020	2020 (Q4)	- / -0.19	1.037	-118.69% (-1.23)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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IT:1DIS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 05, 2025	€109.08	€107.66	-1.30%
Nov 14, 2024	€95.59	€103.45	+8.22%
Aug 07, 2024	€81.17	€80.59	-0.72%
May 07, 2024	€106.26	€96.91	-8.80%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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